Rena AbdallaCRD Number: 4680182
Current Firm: Preston Wealth Advisors, LLC
Rena Abdalla (CRD# 4680182) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 18 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Manna Capital Management||Reston, VA||Jul 2014 - Current||8|
|Preston Wealth Adviosrs LLC||Reston, VA||Jul 2014 - Current||8|
|Unemployed||Mclean, VA||Feb 2014 - Jun 2014||< 1|
|Wells Fargo Advisors LLC||Mclean, VA||Sep 2010 - Feb 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2004|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management231MILLIONS
Total Number of Accounts756ACCOUNTS
Average Account Value$305,728
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Market timing services
- Educational seminars/workshops
CA, DC, FL, LA, MD, MI, NC, NY, OH, PA, SC, TX, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.